Bridgewealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
11,936
+5,890
| +97% | +$1.79M | 0.92% | 28 |
|
|
2025
Q1 | $1.66M | Sell |
6,046
-5,829
| -49% | -$1.6M | 2.18% | 14 |
|
|
2024
Q4 | $3.58M | Buy |
11,875
+832
| +8% | +$251K | 1.01% | 27 |
|
|
2024
Q3 | $3.13M | Buy |
11,043
+1,428
| +15% | +$404K | 1.14% | 26 |
|
|
2024
Q2 | $2.57M | Buy |
9,615
+222
| +2% | +$59.4K | 1.14% | 25 |
|
|
2024
Q1 | $2.44M | Buy |
9,393
+104
| +1% | +$27K | 1.19% | 25 |
|
|
2023
Q4 | $2.2M | Buy |
9,289
+135
| +1% | +$32K | 1.69% | 17 |
|
|
2023
Q3 | $1.94M | Buy |
9,154
+622
| +7% | +$132K | 2.39% | 10 |
|
|
2023
Q2 | $1.88M | Buy |
8,532
+306
| +4% | +$67.4K | 3.05% | 8 |
|
|
2023
Q1 | $1.68M | Sell |
8,226
-581
| -7% | -$119K | 3.09% | 8 |
|
|
2022
Q4 | $1.68M | Buy |
+8,807
| New | +$1.68M | 3.3% | 7 |
|